汇丰研究下调商汤目标价至 1.6 港元 评级持有

JIN10
2023.09.26 02:43
金十数据 9 月 26 日讯，汇丰研究发表报告指，虽然商汤 (00020.HK) 在生成式人工智能领域具有竞争优势，但认为行业货币化仍存在不确定性。目标价由 1.7 港元降至 1.6 港元，维持持有评级。报告认为，生成式人工智能领域的竞争在加剧。OpenAI 在 6 月份将其旧款 GPT-3.5-turbo 模型的价格降低 25%，显示在新模型不断发展的情况下，旧模型面临着定价压力。因此这些不确定性可能会影响未来公司的盈利能见度。
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